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LMORX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Patient Opportunity R (LMORX) Ownership - Who owns Patient Opportunity R?

The investment seeks long term growth of capital... Show more

Category: #Mid-Cap Value

Profile

Category
Mid-Cap Value
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
2.01
Min. Initial Investment
N/A
Fund Existence
over 18 years
Turnover
35.00
Front Load
N/A
Net Assets
1413040600.00
Manager Tenure
N/A

Fundamentals

LMORX
Net Assets
1.41B
Fund Existence
over 18 years
Turnover
35.00
Total Expense Ratio
2.01
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
0
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
2.02
Assets in Top Ten Holdings
718M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
3.21M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.77
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
39.00
Number of Net Holdings
39.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
44.72%
Gain YTD
-8.528
Annual Yield % from dividends
0.00
Returns for 1 year
2.96
Returns for 3 years
-3.07
Returns for 5 years
116.68
Returns for 10 years
70.28
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General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
615 East Michigan StreetMilwaukee
Phone
414-287-3700
Web
N/A